Clear Creek Financial Management’s iShares US Technology ETF IYW Stock Holding History

Clear Creek Financial Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	7,094 +99	+1%	+$22.7K	0.12%	183
2026 Q1	$1.27M	Sell	6,995 -4,347	-38%	-$840K	0.1%	220
2025 Q4	$2.26M	Sell	11,342 -500	-4%	-$100K	0.18%	121
2025 Q3	$2.32M	Buy	11,842 +2,882	+32%	+$527K	0.2%	114
2025 Q2	$1.55M	Buy	8,960 +347	+4%	+$52.6K	0.15%	155
2025 Q1	$1.21M	Sell	8,613 -4,045	-32%	-$630K	0.13%	166
2024 Q4	$2.02M	Sell	12,658 -21,638	-63%	-$3.42M	0.22%	104
2024 Q3	$5.2M	Sell	34,296 -1,218	-3%	-$179K	0.59%	33
2024 Q2	$5.34M	Buy	35,514 +2,674	+8%	+$370K	0.65%	33
2024 Q1	$4.44M	Sell	32,840 -4,007	-11%	-$522K	0.57%	35
2023 Q4	$4.52M	Buy	36,847 +9,005	+32%	+$1.02M	0.72%	25
2023 Q3	$2.92M	Sell	27,842 -3,664	-12%	-$398K	0.51%	41
2023 Q2	$3.43M	Buy	31,506 +4,429	+16%	+$435K	0.59%	35
2023 Q1	$2.51M	Sell	27,077 -459	-2%	-$38.5K	0.48%	54
2022 Q4	$2.05M	Sell	27,536 -4,918	-15%	-$376K	0.45%	54
2022 Q3	$2.38M	Sell	32,454 -8,013	-20%	-$680K	0.52%	43
2022 Q2	$3.23M	Buy	40,467 +696	+2%	+$61.6K	0.68%	34
2022 Q1	$4.1M	Buy	39,771 +8,793	+28%	+$898K	0.64%	34
2021 Q4	$3.56M	Buy	30,978 +2,514	+9%	+$279K	0.53%	41
2021 Q3	$2.88M	Buy	28,464 +6,658	+31%	+$695K	0.46%	61
2021 Q2	$2.17M	Buy	+21,806	New	+$2.03M	0.34%	84

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Clear Creek Financial Management's IYW Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, buying an estimated $22.7K and bringing the position to 7,094 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #183.

Clear Creek Financial Management first reported a position in IYW in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.34M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Clear Creek Financial Management held 7,094 shares of iShares US Technology ETF worth $1.79M as of Q2 2026.
Clear Creek Financial Management bought 99 iShares US Technology ETF shares in Q2 2026, an estimated $22.7K.
iShares US Technology ETF made up 0.12% of Clear Creek Financial Management's portfolio in Q2 2026, its #183 holding.
Clear Creek Financial Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 21 quarters since.
Clear Creek Financial Management's iShares US Technology ETF position peaked at $5.34M in Q2 2024.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.